Tax And Eofy Resources

HomeLearning Centre

Tax and EOFY Resources

Whether this is your first or tenth financial year as a business owner, the legislation and claimables are always changing. We’ve compiled a series of resources, downloadable spreadsheets, key dates and handy tips and tricks to support you, all in one super easy, super practical place. 

Helpful resources by category

Sometimes you just need what you need when you need it. And when it comes to tax time, chances are you have no time to waste looking. So we've gathered up the important pieces and pulled them together in three neat little collections. Just for you.




All Tax and EOFY resources

For those that want to see everything all at once, this is your collection of tax, Xero and EOFY resources.

18 Mar

The Fringe Benefit Tax traps

The Fringe Benefits Tax year (FBT) ends on 31 March. We explore the problem areas likely to attract the ATO’s attention.


READ MORE READ MORE
21 Nov '23

How to Register a Business for Paid Parental Leave in the ATO Portal


READ MORE READ MORE
21 Nov '23

How To Set Up and Process Paid Parental Leave in Xero


READ MORE READ MORE
14 Nov '23

FBT-Free Electric Cars

New legislation before Parliament, if enacted, will make zero or low emission vehicles FBT-free. We explore who can access the concession and how. 


READ MORE READ MORE
9 May '23

PCG 2021/4 ATO Tax Ruling Professional Firm Profits - Sample Report

Effective at 30th of June 2023, our sample PCG 2021/4 report uses Dr. Nicole Smart as our example. 


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to edit your chart of accounts


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to reconcile your personal credit card


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to reconcile transfers between your accounts


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to prepare a cash summary report


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to add a bank account


READ MORE READ MORE
6 Apr '23

PCG 2021/4 Professional Firm Profit

The ATO guidance (PCG 2021/4) totally changes the way that professional firm profits can be allocated (or split) among a family group from 1 July 2022 onwards.


READ MORE READ MORE
5 Apr '23

Tax Planning - What is it and how can it save you money?

When an accountant talks about Tax Planning what do they actually mean? As part of our tax advisory service we always offer strategic tax advisory, but it's important to note there are a lot of things that accountants cannot implement after June 30.


READ MORE READ MORE
5 Apr '23

2023 Tax Return - Items To Consider

To maximise your deductions and ensure that your tax return is complete, please review the following items and advise your Accountant if any apply to you.


READ MORE READ MORE
5 Apr '23

Tax Return Checklist for Property Investors

Understand what expenses you can claim as a property investor.


READ MORE READ MORE
5 Apr '23

Is It Tax Deductible? The Checklist You Need

Everyone wants to pay less tax, right? To do that you need to know what you can claim… and what you can’t.


READ MORE READ MORE
5 Apr '23

Why You Should Lodge an FBT Return

Why should you lodge an FBT return where no FBT is payable? Well, for the simple reason that it turns on a three-year deadline for the ATO to commence audit activities. This is a NEW ATO rule as a result of massive deficits due to COVID. The ATO need to gain more funds somehow...FBT liability is one of the methods.


READ MORE READ MORE
15 Feb '23

How to Add Users to Your Xero Account


READ MORE READ MORE
15 Feb '23

How To Upload Documents to Hubdoc


READ MORE READ MORE